Comcast overcomes the 'cord cutters'

Comcast doesn't love the cord-cutters who are dropping cable TV subscriptions, but the company is more than making up for the losses by luring new high-speed Internet users.

The cable giant added 203,000 Internet customers during April, May and June. That was enough for its best second-quarter performance in six years (think: long before Kevin Spacey became a Netflix(NFLX, Tech30) rock star in "House of Cards").

Comcast(CMCSA) CEO Brian Roberts pointed to "tremendous demand" for the company's X1 entertainment operating system, which he called a "truly transformative experience."

Comcast customers continue to cut the cable cord. This chart shows the number of video subscribers Comcast has gained or lost each quarter.

The question now is whether the Internet growth is enough. Comcast is still losing video subscribers as Americans increasingly turn to Netflix and services like Amazon(AMZN, Tech30) Prime to binge watch their favorite shows like "Orange is the New Black." Netflix on Monday said it topped 50 million members in 40 countries, including 36 million in the U.S.